UBS Group
TFC icon

UBS Group’s Truist Financial TFC Stock Holding History

UBS Group’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Sell
35,300
-165,300
-82% -$8.17M ﹤0.01% 5160
2025
Q4 		$9.87M Hold
200,600
– – ﹤0.01% 3298
2025
Q3 		$9.17M Buy
200,600
+13,400
+7% +$604K ﹤0.01% 3391
2025
Q2 		$8.05M Sell
187,200
-446,500
-70% -$17.5M ﹤0.01% 3328
2025
Q1 		$26.1M Buy
633,700
+616,600
+3,606% +$27.5M ﹤0.01% 2101
2024
Q4 		$742K Buy
17,100
+17,000
+17,000% +$759K ﹤0.01% 5549
2024
Q3 		$4.28K Hold
100
– – ﹤0.01% 8160
2024
Q2 		$3.88K Buy
+100
New +$3.78K ﹤0.01% 8160
2023
Q1 		– Sell
-50,500
Closed -$2.17M – 10362
2022
Q4 		$2.17M Buy
+50,500
New +$2.22M ﹤0.01% 3322
2020
Q1 		– Sell
-294,100
Closed -$16.6M – 8399
2019
Q4 		$16.6M Buy
+294,100
New +$15.9M 0.01% 1508
2018
Q2 		– Sell
-44,400
Closed -$2.31M – 8236
2018
Q1 		$2.31M Sell
44,400
-144,400
-76% -$7.78M ﹤0.01% 3013
2017
Q4 		$9.39M Buy
+188,800
New +$9.11M ﹤0.01% 1774
2017
Q2 		– Sell
-96,000
Closed -$4.29M – 7979
2017
Q1 		$4.29M Sell
96,000
-150,600
-61% -$7.04M ﹤0.01% 2217
2016
Q4 		$11.6M Buy
+246,600
New +$10.5M 0.01% 1382
2016
Q1 		– Sell
-700
Closed -$26K – 8163
2015
Q4 		$26K Hold
700
– – ﹤0.01% 6473
2015
Q3 		$25K Hold
700
– – ﹤0.01% 6483
2015
Q2 		$28K Hold
700
– – ﹤0.01% 6560
2015
Q1 		$27K Sell
700
-6,900
-91% -$260K ﹤0.01% 6665
2014
Q4 		$296K Buy
+7,600
New +$286K ﹤0.01% 4669

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's TFC Position: Q1 2026 in Review

UBS Group increased its Truist Financial (TFC) stake by 15% in Q1 2026, buying an estimated $42.1M and bringing the position to 6,415,455 shares worth $295M. The position accounts for 0.04% of the portfolio, ranked #435.

UBS Group first reported a position in TFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $603M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • UBS Group held 6,415,455 shares of Truist Financial worth $295M as of Q1 2026.
  • UBS Group bought 851,525 Truist Financial shares in Q1 2026, an estimated $42.1M.
  • Truist Financial made up 0.04% of UBS Group's portfolio in Q1 2026, its #435 holding.
  • UBS Group first reported a position in Truist Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Truist Financial position peaked at $603M in Q4 2019.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.